Editing Transactions

    Select My Finances → Transactions in the left vertical menu.
  • If the menu is not visible, click the menu icon in the top-left corner.
  • In the mobile app, tap Transactions in the bottom toolbar.
    Click the menu icon (three horizontal dots) of the transaction you want to edit, then select Edit Transaction.
    In the Edit Transaction dialog, you can edit the following fields:
    Transaction type
    Amount
    Vendor / Payer
    From Account / To Account
    Expense Category / Income Category
    Date
    Notes
    Click Save Transaction at the bottom of the dialog.